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crypto investor
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- 对于新的电池而言，要想被大规模采用，必须要拥有更高能量密度，更高安全性，更快充电速度，更低制造成本，更高循环次数等诸多优势。很多电池技术豆只有少数几个优势，而很难具备所有优势。
- Volatility and risk in an asset are two completely different things
Get 'em mixed up at your peril
#bytes
- 嘿嘿，这个观察很有意思，如果不乱动，反而有更高的概率可以扑到球。
https://twitter.com/raycat2021/status/1643770494066327553?s=20
- 当成为rocketpool节点运营商存在资本门槛的时候，这个资本门槛肯定会导致rETH的需求无法得到充分满足。所以nodeset就是要解决这个问题。
https://twitter.com/NodeOperators/status/1643612199057858564?t=jlN-TsYKmM01OpSUrVRFQA&s=19
- 日本拟将外国留学生的就业率提升到60%，这个就业率很高。中国未来一定也要多多增加外国留学生的数量，这是直接利用外国人力资源的好方法。
https://twitter.com/rijingzhongwen/status/1643839636899516417?t=EnG17y__ZjC6rvCfnr4wpg&s=19
- polygon zkEVM貌似很有前景，zk技术绝对是使以太坊真正被大规模采用的必杀技。因为越多人使用，其平均交易成本更低，这是网络效应的特点。
https://twitter.com/_bfarmer/status/1643839688984219651?t=EtRF6FVHwB9Qu1X_fKGDCw&s=19
- 在lens上面构建产品变得很简单，但是一旦构建了好的产品，就直接接入了大量的用户，这对于开发者来说很有吸引力。不过这种用户对你产品的忠诚度可能并不高，因为有很多替代的前端产品。
- 在crypto一段时间之后我发现这是一个缺乏常识的地方，很多人缺乏基本的价值投资理念。
- An effective investment methodology can help us save a lot of time and energy. We can screen out projects that have no long-term investment value in a minute or two, and then give up research.
- In crypto, the value capture mechanism and ability are two issues. The value capture ability does not necessarily have a mechanism; the mechanism does not necessarily have the ability. The answers to these two questions must be positive to have investment value.
- 在crypto，价值捕获机制和能力是两个问题，有价值捕获能力，未必有机制；有机制未必有能力。这两个问题的回答必须都是积极的，才具备投资的价值。
- The best investment is in a scarce resource, which means that many people want it, so you have to keep increasing your bids to get it. If we have scarce resources, all we need to do is to do nothing is the best choice.
- 最好的投资是投到稀缺资源，稀缺资源意味着很多人都想要，所以要不断增加出价才能购买到。如果我们拥有了稀缺资源，我们需要做的就是什么都不做就是最好的选择。
- excited to welcome @glassxyz.lens to Lens
some serious alpha in their genesis post: https://lenster.xyz/posts/0x01bff3-0x02
and sign the manifesto + share to lens that you have!! https://glass.xyz/manifesto
- ✨ **Introducing Glass Protocol ✨**
gm lens fam ☀️ For those of you that don’t know us, we’re building a protocol for decentralized video on Ethereum.
We’re passionate about video. We believe in having true ownership over the videos you make, how they’re seen, and how they’re monetized. That’s why we’re building an open, permissionless protocol for owning, distributing, and building communities around video.
And that’s why we’re constantly experimenting and building with new Web3 communities to help us further our mission… which brings us to Lens. We’re excited to build more ways for the video creators in the Lens community to create amazing videos with Glass.
Oh—and one more thing. We just announced The Glass Pass, an NFT that represents your creator identity, and your key to owning and creating videos on Glass. You can read more about it here: https://blog.glass.xyz
And to show our love to the Lens community...
🏆 **Anyone who collects this post will be recorded on The Glass Pass claim allowlist** 🏆
And if you vibe with our mission, check out our Manifesto: https://glass.xyz/manifesto
People who **sign it and** **share it to Lens** will also get early access to claim The Glass Pass.
We’re excited to be here and can’t wait to share what we have in store! We're just getting started✌️
#genesispost
- I just signed the Glass Manifesto and got early access to claim The Glass Pass. See you on @glassxyz.lens :
https://glass.xyz/manifesto
- question for those born and raised in the US, do you experience some level of gov corruption/shadiness on a regular basis? if so, are you surprised?
reason I ask is because i was somewhat accustomed to it in portugal and having now experienced some in the US, some of my peers were surprised by it.
I feel like there's perhaps a perception that it doesn't happen as much as other countries.
- 畅想一下，一年以后的lens会变成什么模样?
- 早
- 网络效应来自于用户粘性，用户粘性来自于很高的用户转移成本，而用户转移成本来自于超级应用生态。
- 超级生态就是提供了让用户使用的各个场景，类似于app store， 微信小程序等，可以满足各种各样的需求，用户自然没有必要离开，或者离开不了。这就是强网络效应的体现，也是最有价值的投资项目。
- 我左右思量，认为在crypto，真正具有用户粘性的只有超级生态，比如以太坊，未来lens也许也会成为某种超级生态，EigenLayer也有一定的潜质，不过还太早期。
- atlas和上海升级完成后，预计会有大量的solo staker逐渐转移到rocketpool进行质押，因为质押收益率明显要比solo 要高很多，当然有一些人是不在乎这些增量收益的，他们比较在乎去中心化，而不希望大量的节点都是通过rocketpool创建的。
- 每个国家的媒体都是难以做到真正的公正的，他们背后都是一个个拥有自己世界观和意识形态的记者，他们的老板本身也是拥有个人意识形态和喜好的个人，他们有自己的利益和动机。所以媒体本质上是宣传的途径和扩音器，并不是获得客观事实的可靠渠道。
- 我认为市场都极大低估了lens profile的价值，尤其是具有良好商业化前景的高辨识度的单词类profile
- 很多协议在设计代币经济学的时候是非常粗糙的，并没有真正理解到代币经济学的威力。
- 很多协议在设计代币经济学的时候是非常粗糙的，并没有真正理解到代币经济学的威力。
- Are we all the future?
- Are we all the future?
- lit protocol是做什么的
- Low key sickest art at #ethdenver
I like the @sandeep.lens one the best
- natal charts coming to lens soooon 🙃
- Gm lens frens!
Who wants to see a live stream of @astrace tonight? Let's see how many mirrors it takes for @marenaltman to show us how it works at @zerion house in Denver? #ETHDenver #zerhouse
- 在crypto领域寻找价值是一件非常有价值的事情，因为在这里大家貌似对价值并不特别重视，而更加重视热点和叙事。
- lens将会变成超级生态
- epic meeting with the @orbapp.lens team this morning
the web and mobile clients on Lens continue to evolve and improve at a rapid pace, this is just one example of a team shipping a polished and beautiful experience and setting the bar for web3 social ux 🌿🤌🙇♂️
- Making web3 social user-friendly #EthDenver @stani.lens
- Lens frens on the rocks 🏔️ 🌱
- 🙌🙌Hello lensters, I am the new owner of this lens ID and I am very happy to be able to join the lens family.@lenster @stani 🙌🙌
🚀🚀🚀In order to share my happinese, I decided to give away 5 wmatics to 50 people who follow/comment/mirror/collect this post, and i will follow back.🚀🚀🚀
#lens #airdrop #wav3s #followback
- “I would love to see entrepreneurs building small use cases and iterating. Many ideas will fail but the point is to build fast, keep iterating and learning. Lens makes it easier and less risky to experiment.” @stani.lens at #ETHDenver
- "Bear markets give entrepreneurs time. It takes time to talk to users, test, and iterate. There is no such thing as an overnight success." @stani.lens at #ETHDenver w/ John Paller and @vitalik.lens
- It's not enough to be a business analyst, you also need to know people.
- The stock price is a function of the company's future expectations
- Be a business analyst, not a stock analyst.
- Alibaba’s real profitable businesses are domestic commerce and cloud computing. Cainiao is in the break-even stage, and other businesses such as international commerce, local life, digital media and entertainment are in the loss-making stage. In the case of no growth or even a slight decline in the domestic commercial market, in order to increase profits, other loss-making sectors need to reduce losses to achieve it.
- **Henri Bergmann & Wennink - Simulacrum - Open Edition**
Collect my latest release with Wennink “Simulacrum” for the next 24 hours.
This track is launching today exclusively on Lens prior to the wide release on November 18th, 2022.
I joined Lens a couple months ago and wanted to do something special for all my new fans on here. Hope you like this track and make sure you check back here in 24 hours for another surprise.
- Feels amazing to see DJs that played in rAAVE to drop exclusive music on Lens. This is a major appreciation to our community 💚If you’re an artist drop your creativity on Lens, people want to collect it 🌿
- Hello, world! We're excited to officially join the @lensprotocol community.
We look forward to more deeply engaging the #Web3 ecosystem through the #Lens Protocol, which is using the very innovation of Web3 itself to reimagine social media and give ownership back to users.